Our one-page strategic plan is based on 20 years of business coaching and consulting. It has always been included as the foundation of the RESULTS system, and now our One Page Strategic Plan is available as a stand-alone offering.
It is ideal for any company, from an established business to a start-up, that wants to get its executive team aligned around strategy and lay a sound foundation for the future. And if you just finished reading Stephen Lynch's Business Execution for Results, Verne Harnish's Scaling Up, or Gino Wickman's Traction, or if you work with a strategic consultant, it is superb for putting your learnings into action.
Our one page strategic plan includes over 4 hours of videos created by Stephen Lynch, RESULTS' President and author of the award winning book Business Execution for RESULTS. Each of the 15 videos teaches you how to think about an aspect of your strategy and how to make wise decisions every step of the way. They constantly bring you back to the fact that strategic planning and goal setting are very different things.
Most business leaders confuse goal setting with strategy. Goal setting is important, but setting goals is not strategy. Strategy is about clarifying the few, key strategic moves your company needs to make in order to position yourself for future success in your industry, then creating strategic projects to drive the execution of your strategic choices.
Most leaders need coaching to truly craft a strategy that's right for them and for their team. These videos provide the coaching you need.
If that wasn't unique enough, ours is also the only One Page Strategic Plan we know of that lets you pull 3 metrics from other applications you may already own directly into your strategic plan. It allows you to view your strategic decisions right next to a concrete measure of your progress. A real strategic plan should be reviewed often and in depth, and it's more effective when you can track top-level metrics to see if your strategy is generating real-world and real-time results.
It’s the best tool I’ve used to both define and align my team to our company’s strategy.
— Peter Steele, CEO – Revenue Automation, Canada
In our one page strategic plan, there are three main themes and fifteen sections. You get software, videos and workbooks that will guide you through the creation of each one. You can accomplish this as a self-paced project on your own, with your leadership team, or with a strategy consultant.
But you're not boxed into our methodology. The software is flexible, and can accommodate different strategic approaches. You can delete sections or modify them for your own purposes.
If you follow our method, this is how your strategic plan will be organized:
1. VISION SECTION
Core Values are the behaviors that define your culture. Core Values are clear statements of how you expect every person in your organization to act, regardless of their role. Core Values provide a moral compass for your people. They can help your people to decide on the right course of action, regardless of the challenge they face.
A BHAG or "Big Hairy Audacious Goal" is a term coined by business author Jim Collins. Before we start the process of strategic planning, we need a goal. A meaningful and compelling goal. A vision for the future that ideally inspires everyone in the organization. A BHAG does not necessarily mean your organization needs to be as big as possible, it's about building a "great" organization, however you define greatness.
You need to give your people a compelling reason to work for you, beyond simply earning money. A Core Purpose gives meaning to the work that you do. Your Core Purpose is not "what" you do. It is not "how" you do it either. Your Core Purpose is "why" you do what you do. Your Core Purpose transcends whatever your current product or service offerings may be, and speaks to your organization's passion. It speaks to the difference your organization wants to make to the lives of the people it touches.
2. STRATEGY SECTIONS
Target Market Customer, including Geographic Focus.
Effective companies focus their marketing efforts to appeal to and serve a specific target market customer. Your target market is the center of your marketing “bull’s eye”. It’s the sweet spot that you aim for with your product & service design and marketing communications. It does not necessarily mean that you will only sell to these people or that they will make up the majority of your sales volume. You may choose to sell to anyone if they want to give you money and it makes sense to sell to them, but your business strategy and marketing endeavors will be much more effective if you focus on a clearly defined target audience.
This is the way that you deliver value to your target customer. It's also the skeleton of your strategy. You choose a Value Discipline based on who your ideal target customer is and what your ideal target customer values most. There are 3 generic strategies (Value Disciplines). Do you know what game you're playing? Are you playing to win?
Core vs. Non-Core Activities
Strategy requires making wise choices about what you need to start doing, keep doing, and most importantly what you need to stop doing, or not get into at all. You need to choose what Products / Services / Activities are Core, and which are Non-Core when it comes to implementing your Value Discipline.
Strategic Position is the concept you want your customers to think of when they hear your brand name - a piece of mental real estate that you can "own" in the mind of your target customer. Your Strategic Position is "a statement of who you are".
Functional benefits describe what your product or service does for your customers. These are your offering's attributes, or "the job to be done."
Economic benefits describe what your product or service means to your customers in terms of time or money. Economic benefits appeal to your customer's head, his or her rational part.
Emotional benefits describe the way your product or service makes the customer feel. Emotional benefits appeal to your customer's heart, which is why they are the most powerful benefits.
Your Brand Promise is the blunt, overt, compelling offer you're going to put in front of your target market customers. It is derived from, and supported by, your three Key Benefits. Your Brand Promise tells your target customer what they can expect to receive from your brand.
Industry Analysis & 3 to 5 Year Strategic Moves
Professor Michael Porter’s 5 Competitive Forces analysis (Competitors, New Entrants, Substitutes, Suppliers, Customers), and PEST analysis (Political, Economic, Social, Technological) will help you to analyze the key issues impacting your industry. You will identify the major “Opportunities” and “Threats” facing your business as well as potential strategic moves you could take to address these issues.
You can't do everything, though. You need to prioritize and focus your efforts. You need to choose the top 3 big strategic moves you will make within the next 3 to 5 years to position your organization for future industry success. You can start working on these major initiatives now, but they are very large in scope and will probably take several years to fully implement.
3. EXECUTION SECTIONS
Numerical Targets are milestones that are aligned to your 3 to 5 Year Strategic Moves. They measure the successful execution of your strategy. They can also measure your progress toward your BHAG. Ideally, you want to choose numbers that everyone in the company understands and could physically count if they chose to.
SWOT is an acronym for Strengths, Weaknesses, Opportunities, Threats. SWOT is an assessment of your current reality. Strengths and Weaknesses are internal – things unique to your organization. Opportunities and Threats are external – things in your marketplace you could take action on. SWOT should be updated every quarter to ensure what you have stated is an accurate reflection of your current operating environment. The pace of change is increasing, and you need to keep ahead of it. Your updated SWOT (“reality assessment”) provides the context from which you will then choose the most important Strategic Projects to work on.
Current Strategic Projects
Strategic Projects are the top 3 Projects your organization will allocate people, time and resources to implementing in the coming period (typically each quarter). These Projects are strategic in nature, because they are aligned to your 3 to 5 Year Strategic Moves and address one or more issues contained in your SWOT analysis.
Metrics (Key Performance Indicators)
Metrics are what you use to measure the the performance of every functional area of your organization; the things you do every day to create leads, make sales, provide your products and services, keep your customers happy, grow cash and make profits. We call this stuff “Business As Usual”.
Once you determine the Metrics for every functional area, you should be able to distill a smaller subset of Metrics that you deem to be “critical success factors” - the most important drivers of your current operating model. These “organization-wide” Metrics are what you make visible on your organization’s Strategic Plan.
If you're investing in a strategy consultant, ask them to use our one page strategic plan with you. That way you can keep their insights and guidance in a form that will continue to perform long after their engagement has ended. Strategic planning at its best involves deep thinking and soul searching. That makes it difficult to remember, and even more difficult to execute. Our strategic plan helps you preserve all that work in a usable form.
With this tool, you, and everyone on your team—including your front-line employees—can see your strategic decisions and use them to keep their head in the game more effectively. When they are confronted with a decision or a choice, they will have a framework they can use to make the best, most strategic move for the organization.
It's flexible enough to accomodate any methodology that appeals to you, such as Gazelles, EO, Verne Harnish's Scaling Up, Gino Wickman's Traction, Stephen Lynch's Business Execution for RESULTS, or your consultant's tailored approach. While it is based on Rockefeller Habits, it has configurable and deletable attributes - so its' ideal for every company or regardless of methodology.
That's why we think our one page strategic plan is the best one in the world. It's flexible. It includes videos to coach you. It lets you pull real-world metrics into it so you can track progress. And it's designed to make it easy for you to effectively communicate your strategy to your whole team.
Now available as a stand-alone component.
When you upgrade to the full RESULTS platform, your Strategic Plan will migrate seamlessly.
Includes access for you and up to 7 others on your executive team.
Full money-back guarantee.
If you're not completely satisfied, we'll give you a full refund with no questions asked.
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